Support Documents

Take full advantage of the iPoint platform by learning how it works at your own pace, one-on-one online or onsite.

Onboarding Community Members

View the on boarding guide.

Installing iPoint on Your Device

Select the link for your device

iPoint Workflow

See the iPoint Process

iPoint Software webinars

Join free our next live online seminar or watch a recorded seminar from our library.

Attend a live webinar

Our live webinars are 1-hour long, covering iPoint module specific features and include a Q&A at the end.  Registration is free.

  • Free to join
  • 1-hour long
  • Q&A included

live webinars are for those who have completed the university course for their job role and want a more in depth training.

In addition to the general workflows, we provide ad hoc webinars on new features, tips and tricks.

Usually once a month, but it is based on demand and trainer availability.

We use a splash screen in iPoint when you log in to tell you about all things iPoint including up coming webinar schedules.

iPoint University

iPoint University is a role based training system. Each user can enroll in courses that pertain to the roles that perform in your company. Administrators can monitor and review course completion in real time for each of their team members.

On Site Training

On Site training is not available for the remainder of 2019. On site trainings will be available again in 2020

iPoint User Groups - See what you missed!

iPoint community members have just finished User Groups and the response has been very positive. We wanted to share briefly some of the information shared between iPoint Community Members. Request for Payment – Discussion on which billing method works best. Learned about the new Liability RFP billing model and talked about how that positively impacts financial statements Inventory – Talked […]

Meet Courtney Alderton

Help us welcome our new Marketing / Support Specialist, Courtney Alderton, to the iPoint family! With a variety of experience ranging from the AV industry to event planning to business management and marketing, Courtney has a passion to connect with people to help meet their needs. Currently in the heart of the Ozarks, Courtney likes […]

Hello, it's me. Calling Clients from the iOS WO Screen

It couldn’t be simpler to get in touch with a client directly from a work order on iOS. Need the gate code? Hit a traffic slow down? Call the client with the touch of a button. From the iPoint dashboard on your iOS device: Select the work order Tap the person icon at the bottom […]